| 1 | LRI Investments, LLC | $28.3M | 386,413 | Trimmed |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.0M | 216,800 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $8.2M | 111,986 | Added |
| 4 | MOLLER WEALTH PARTNERS | $7.2M | 97,736 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $6.0M | 82,122 | Trimmed |
| 6 | NewSquare Capital LLC | $5.8M | 79,206 | Added |
| 7 | JFS WEALTH ADVISORS, LLC | $4.6M | 63,202 | Trimmed |
| 8 | Key Financial Inc | $4.6M | 62,725 | Trimmed |
| 9 | Merit Financial Group, LLC | $4.4M | 59,906 | Added |
| 10 | Smallwood Wealth Investment Management, LLC | $4.3M | 59,018 | Added |
| 11 | MISSION WEALTH MANAGEMENT, LP | $4.2M | 57,154 | Added |
| 12 | Falcon Wealth Planning | $3.0M | 40,548 | Added |
| 13 | Envision Financial LLC | $2.6M | 35,344 | Trimmed |
| 14 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.1M | 29,001 | Trimmed |
| 15 | COURIER CAPITAL LLC | $2.0M | 27,091 | Added |
| 16 | Shakespeare Wealth Management, LLC | $1.9M | 26,612 | Trimmed |
| 17 | TopTier Wealth Management, LLC | $1.9M | 26,593 | Trimmed |
| 18 | PLIMOTH TRUST CO LLC | $1.8M | 24,571 | Trimmed |
| 19 | Kondo Wealth Advisors, Inc. | $1.1M | 15,412 | Trimmed |
| 20 | ProVise Management Group, LLC | $1.1M | 14,692 | Hold |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.0M | 14,048 | Trimmed |
| 22 | Octavia Wealth Advisors, LLC | $996,859 | 13,616 | Trimmed |
| 23 | DAVENPORT & Co LLC | $974,336 | 13,308 | Trimmed |
| 24 | Intrua Financial, LLC | $935,020 | 12,771 | Added |
| 25 | Modera Wealth Management, LLC | $869,713 | 11,879 | Hold |